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7 TOPS Cost Proposal Form v1.1 Response #: COST PROPOSAL Cost proposal must include all costs required to perform the work as described, including but not limited to travel costs, labor, overhead, etc. BOTH HOURLY RATE AND EST # OF HOURS MUST BE COMPLETED FOR YOUR PROPOSAL TO BE RESPONSIVE. If additional unanticipated work is required after TO contract award, it shall be performed at the hourly rate quoted below. All proposed individual resources and subcontractors are subject to the approval of the TO Manager. Any change in individual resources or sub-contractors after award will require approval by the Agency Project Manager. To ensure the optimum use of public funds, the state will review cost reasonableness in the following manner: COST 1. If any response has a cost proposal that is 50% or greater above or below the average cost of all responses, the state reserves the right to not consider that reponse. (Ex: Given an average cost of $10,000, responses with cost proposals $15,000 and higher or $5,000 and lower may be rejected.) 2. BEST VALUE: If the highest ranked vendor s cost proposal is 10% or more greater than the second highest ranked vendor s cost proposal, the state reserves the right to make award to the second highest ranked vendor. 3. LOW PRICE: Past Performance Information (PPI) shall be applied to your Total Cost as a percentage reduction equivalent to your current PPI score for evaluation purposes. (Ex: If your current PPI score is 5, your Total Cost will be reduced by 5% when comparing to other costs.) Hourly Rate Est. # Hours Total Cost $ x 300 = $27, PROPOSED INDIVIDUAL RESOURCES ETS Fee ($ % of Total Cost) $ Total TO Cost $28, Ed Hand Matt Lindberg John Hettinger Jeff Kelly Lori McNeil PROPOSED SUB-CONTRACTORS Name Description of Work % of Overall Work

8 TOPS Response Form v1.2 Response #: VENDOR INFORMATION Vendor Name: Resource Data, Inc. (RDI) By checking this box, I, Howard Earl for Resource Data, Inc. (RDI), represent that I am authorized to and do bind the vendor to this response. I certify that all of the information provided herein is true and accurate, to the best of my knowledge. I understand that the discovery of deliberately misrepresented information contained herein may constitute grounds for contract termination and removal from the vendor pool. TABLE OF CONTENTS PROJECT APPROACH... 2 RISK ASSESSMENT... 3 EXPERIENCE/QUALIFICATIONS... 4 GENERAL INSTRUCTIONS Vendors must use the template set out herein for submission of their response to a TOPS Request Form, including 10-point Arial font. Modifications to the format of this template (e.g., altering font size, altering font type, adding colors, adding pictures etc) will result in the rejection of your response. Other than as requested on this page, your response must be cleansed of any identifying names or information. Do not list any names/information in Project Approach, Risk Assesement, or Experience/Qualifications that can be used to identify your firm. The inclusion of identifying information may result in your response being rejected. PROJECT APPROACH Provide a concise and detailed summary of your approach to delivering the services described in the TOPS Request Form. The summary must demonstrate your understanding of how to successfully complete the work in a way that meets the state s needs. Project Approach cannot exceed one page. RISK ASSESSMENT Itemize potential controllable and non-controllable risks associated with providing the services described in the TOPS Request Form and concisely describe how you will mitigate each risk. Risks cannot exceed one page. You may add/delete additional rows to identify additional risks and solutions, but do not exceed the page limit. Do not include any cost or marketing information. EXPERIENCE/QUALIFICATIONS Describe your experience and qualifications specifically as they pertain to the services described in the TOPS. Do not include names or information that can be used to identify your firm or the proposed resource(s). Experience/Qualifications cannot exceed two pages. Page 1 of 6

9 TOPS Response Form v1.2 Response #: PROJECT APPROACH BEST VALUE PROCESS ONLY: EVALUATOR NAME: SCORE: This task order will secure a project team to provide architectural guidance and implementation assistance to develop SharePoint features in support of the DHSS SHARP Program, which provides support-for-service to Alaska health care practitioners. DHSS has already established a process for assessing site needs and evaluating practitioners. The next step is to build a framework to handle the needs assessment component in SharePoint, integrated with the DHSS website, which populates the database and allows DHSS to track the approval and payment processes. Our firm has extensive experience developing processes for accepting online applications, storing data and supporting documents, developing automated and manual steps for evaluating applications and/or proposals, determining awards, and tracking the progress and outcomes of those awards. To meet DHSS s needs for implementing these procedures for the SHARP program, we will provide a team of SharePoint experts and senior-level developers to provide project planning, security planning, and framework development services to support the needs assessment process. The work will be broken into two phases: first, a short requirements and status assessment, and second, a primary implementation assistance phase. PHASE 1: REQUIREMENTS AND CURRENT STATUS ASSESSMENT (FIRST TWO WEEKS) Our Project Manager and SharePoint experts will meet with the DHSS team to determine the current status of the implementation to date. We will then work with the team to ascertain requirements around data, form, and document submission for the SharePoint and DHSS websites, as well as document storage, reporting, and other needs. Based on these requirements, we will provide a high-level architectural plan that supports the identified needs. This portion of the work should be broad-based and include the potential modules such as Needs Assessment, Eligibility Determination, Application Submission (Site and Clinician), Payments, or Reporting that will ultimately be involved in the final solution. During this phase, we will also develop an IT Business Apps Security Plan that complies with Alaska IT Business Applications software requirements and security requirements. Once the initial assessment and the architectural plan have been completed, we will work with DHSS to prioritize tasks and estimate the work that needs to be done. Estimation will be limited to the work items desired during this task order. However, we will estimate additional items if DHSS requests. PHASE 2: IMPLEMENTATION ASSISTANCE After work has been prioritized, we will move into a focused implementation assistance phase. During this time, we will address work items based on their priority and estimated completion time. Typically, our team will work on two to three items at the same time. We will also provide documentation and knowledge transfer on the implementation approach for completed items as DHSS needs/requests. We expect that during this phase we will meet with the DHSS Program Manager no less than weekly to review and demonstrate work accomplished, address any issues, and resolve roadblocks as they occur. These meetings may be held in person or remotely, depending on situational needs at the time. The high frequency of meetings will allow us to keep a steady pace of work while ensuring frequent reviews and approval so that tasks stay on track and meet client goals. ASSUMPTIONS: This project approach is based on the following assumptions: -- VPN access will be provided to the DHSS network allowing work to be done from vendor s location(s) -- Appropriate development and test environments exist; if not, assistance can be provided in establishing these but this will consume available hours Page 2 of 6

10 TOPS Response Form v1.2 Response #: RISK ASSESSMENT BEST VALUE PROCESS ONLY: EVALUATOR NAME: SCORE: RISK Systems require public interfaces but also handle secure data WHY IT IS A RISK: Without an adequate security architecture in place, data meant for secure use by internal staff could become accessible on a public facing website. OUR SOLUTION: Our expert staff will work with project stakeholders to develop a security plan. From this plan, we will implement security features that will ensure that confidential data is available to authorized staff only. RISK: Undefined project scope WHY IT IS A RISK: Projects that are too big to complete in the time and budget allotted may not live up to expectations. OUR SOLUTION: As part of the initial status assessment stage, we will work with DHSS to define the project scope and agree upon the project team expectations. During this period, we will meet with business experts and stakeholders to ensure that we adequately understand the scope of the project and present any barriers to project completion. RISK: Lack of communication WHY IT IS A RISK: Lack of communication can cause projects to fail. OUR SOLUTION: At the project start, we will provide a communications plan that details how and when we will keep interested stakeholders informed on project progress. We will accompany weekly status review meetings with formal status reports. We will also encourage informal communication daily. RISK: Competing time commitments for DHSS staff WHY IT IS A RISK: Our project approach relies heavily on client input. If key personnel are not available for analysis and review, the project progress may suffer. OUR SOLUTION: We mitigate this risk by planning for periods of unavailability as far in advance as possible. Plans can include lengthening or shortening development cycles, having backups for key personnel, or a combination. RISK: Unavailable contractor staff WHY IT IS A RISK: If contractor staff is not available, the project schedule, scope, and success will suffer. OUR SOLUTION: Our firm uses a proprietary tool designed specifically to solve this problem. We ve used it successfully for millions of dollars of work, and it will ensure that our team members are available for the hours stated in the TOPS Request. Additionally, by providing a complete project team, we mitigate the risk of staff turnover, and maintain the flexibility to adjust team member hours as needed, ensuring that adequate staffing is always available for your project and each billable hour is used to its fullest. Page 3 of 6

11 TOPS Response Form v1.2 Response #: EXPERIENCE/QUALIFICATIONS BEST VALUE PROCESS ONLY: EVALUATOR NAME: SCORE: COMPANY QUALIFICATIONS 1. We are a Microsoft Gold Partner specializing in web development in the.net framework. We also have extensive experience implementing SharePoint, automating workflows, developing tools to manage application procedures, and developing processes and repositories for document management. 2. We have been involved in many projects that implement robust security protocols to protect personally identifiable information. Our solutions frequently include login/logout routines and security frameworks used to create rolebased security platforms. We have also been involved in several projects for state government, native corporations, and the healthcare industry that require strict privacy standards to meet the terms of house bills and HIPAA-compliant databases. 3. Database design, development, and administration have been cornerstones of our business from early on. Our expertise covers the gamut of database technology, from developing data models and designing logical and physical databases to fine tuning existing databases. Our seasoned professionals have extensive experience with SQL Server, SQL, T-SQL, Toad, Oracle, and other database technologies. STAFF QUALIFICATIONS Our proposed project manager has over 20 years of diverse IT experience. His recent work includes assisting a state government agency in a transition to TFS- and MTM-based environments, as well as establishing a SharePoint portal for the agency s test group and providing additional TFS and SharePoint configuration assistance. Our first SharePoint expert has extensive enterprise-level experience leading software development teams in the delivery and maintenance of business applications. His recent work has included several enterprise-level SharePoint implementations involving design, installation, and configuration phases, as well as custom workflows and common interfaces and toolsets. Our second expert SharePoint consultant is a computer programmer, database architect, and systems analyst with over 20 years of professional experience. His recent work includes developing a SharePoint sandboxed solution for a client application hosted in the cloud. The project involved iterative development, demonstration, client training, and incorporating feedback to improve the design. He used document templates, property promotion/demotion, location-based metadata, and event receivers to facilitate data flow between SharePoint lists and information entered in Word and Excel documents. Our Sr. Programmer/Analyst has over 30 years of professional experience, including over 10 years of experience developing information systems in a state government setting. His recent experience includes designing and maintaining databases and developing applications for a state government agency with complex business rules. RELEVANT EXPERIENCE SYSTEM to SUPPORT WORKFORCE MANAGEMENT USING CRM CASE MANAGEMENT Our firm led the analysis and design effort and provided project management support for a system that measures the performance of workforce investment. The project involved four implementation phases: a new fiscal system, a grants management system, a case management system written using CRM, and a data warehouse/reporting system. We performed the following tasks successfully: -- Gathered requirements -- Wrote architecture and project planning documents -- Facilitated vendor selection -- Managed each phase of project development and implementation -- Led all testing and deployment teams SYSTEM BUILD FOR TRACKING GRANT INFORMATION Our firm was contracted to architect and implement a solution to replace a government agency s aging central grants tracking system with a custom system. Our team used Scrum methodology to iteratively build, test, and deploy the final application using.net and WinForms technologies. The build process involved regular meetings with agency personnel to manage scope and organize user testing. The new application allows users to track community grant Page 4 of 6

12 TOPS Response Form v1.2 Response #: EXPERIENCE/QUALIFICATIONS (CONT.) data, including grant statistics, recipient data, and community data. It also allows users to run reports on existing data to fill grantee requests. The final application had an N-tier architecture to separate the business logic from the front-end application and the back-end database. Users go to a web location to launch a smart client application that communicates with a central database via web services. ENHANCEMENTS FOR SYSTEM TO TRACK GRANT INFORMATION Following the build of a system that tracks grant information for a government agency, our team prioritized and implemented enhancements to the recently released application. We led and organized the lifecycle of individual enhancements to existing architecture from analysis through deployment, including user testing and client approval. Technologies: Visual Basic.NET 3.5, Oracle 10g, Entity Framework. ONLINE SYSTEM FOR COLLECTING TAX AND LICENSING DATA Our firm developed specifications to streamline a state government agency s processes for managing and collecting tax and licensing data. This project involved developing an online permitting and licensing application, which allows users to apply for licenses and pay fees online with full security and authentication. The system architecture was developed using the Microsoft.NET framework. As a result of the flexibility in this framework and the overall requirement that the system be able to adopt new permit application types quickly and easily, the architecture was designed and integrated using XML as a key component. We integrated the system with a single sign on security system for user registration and authorization. In later phases, this architecture was extended to include integrate with additional tax software, online payment services, and new dynamic business logic. SYSTEMS MAINTENANCE For this project, our firm provided oversight, maintenance, and development for legacy applications for a state government agency. Projects included implementing a unified, web service-based, cross-application authentication mechanism, and performing both new implementation and bug fixes to PowerBuilder data entry applications. We the agency in establishing a new SharePoint/Project Server 2010 environment integrated with Team Foundation Server (TFS) We worked with various client contacts to help develop and document practices and guide a transition to TFS- and Microsoft Test Manager (MTM) based environments, and provided additional TFS and SharePoint configuration assistance. The project was executed "behind the scenes" of production use of a SharePoint 2007/Project Server implementation and culminated in the migration of all active development projects to the new TFS environment, including establishment of new testing strategies based on MTM and tight integration with SharePoint project portals. DATA ENTRY AND EXAMINATION PROJECT This project provided the analysis and design for a new software foundation for data management and reporting of certain tax types in a state government setting. The project leveraged several technical packages such as PowerBuilder,.NET, SQL Server, and SharePoint. The project included process analysis, requirements definition, and high-level design of the corporate income, mining license, and motor fuel tax programs as the initial supported types in this new system. However, the system was designed with an architecture intended to support additional types in the future. SECURE ACCESS MANAGEMENT MIGRATION Our team has led the development team in the build, test, and documentation processes for moving the a secure access management interface from mainframe to SharePoint extranet. We coordinated internal and contractor staff, as well as communications with external entities. Our project manager documented and implemented project plans, and provided general monitoring, facilitation, review, and documentation services. DOCUMENT MANAGEMENT SYSTEM CONVERSION We helped the Alaska Native Tribal Health Consortium s (ANTHC) Division of Environmental Health and Engineering (DEHE) replace its document management system with SharePoint. The process involved two parallel development tracks: One to automate the process of converting over 200,000 existing Hummingbird documents to SharePoint, including translation of existing meta-data, retention of document versions, and auditing fields captured in Hummingbird. Two, to create a new document management system using SharePoint that will eventually manage their existing 200,000 documents but scale out to handle the addition of over 80,000 new documents every year. Our team developed tools for converting documents from one system to another and built the new Document Center, which includes configuration and customizations to SharePoint s built in document management features such as automatic content routing, metadata navigation, and Enterprise search. Responsibilities included creating the framework to import documents into SharePoint programmatically, then routing them to the proper library based on values in metadata fields. Page 5 of 6

13 TOPS Response Form v1.2 Response #: EVALUATOR NON-CONFLICT OF INTEREST STATEMENT By checking this box, I certify that neither I,, nor any member of my immediate family has a material personal or financial relationship with this vendor or to a direct competitor of this vendor. I further certify that no other relationship, bias or ethical conflict exists which will prevent me from evaluating this response solely on its merits and in accordance with the evaluation criteria. Furthermore, I agree to notify the Task Order Manager if my personal or financial relationship with this vendor is altered at any time during the evaluation process. If I am serving as the Procurement Officer of record I agree to advise my supervisor of any changes that could appear to represent a conflict of interest. EVALUATOR NOTES To be completed by requesting agency evaluator(s). Comments MUST be recorded for any section receiving a Best Value score of 10 or 0. Comments must be concise and objective and refer to or quote the portion of the response that led to the score. PROJECT APPROACH RISK ASSESSMENT EXPERIENCE/QUALIFICATIONS Page 6 of 6